Magnus Financial Group LLC Incresed Positions in Q1 2025

Magnus Financial Group LLC

  • $998 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TPYP
Managed Portfolio Ser Tortoise

ETFs
16.5K
+ 1.99%
$34.32 - $37.26 $568K - $616K
849K $30.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
60.3K
+ 3.63%
$49.78 - $53.19 $3M - $3.21M
1.72M $87.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
40.1K
+ 13.86%
$45.56 - $47.23 $1.83M - $1.89M
329K $15.5M
JHMD
John Hancock ETF Tr Multifacto

ETFs
10.3K
+ 3.36%
$31.74 - $36.18 $327K - $373K
317K $11.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
222
+ 1.77%
$442.66 - $534.52 $98.3K - $119K
12.7K $6.69M
IYR
Ishares Tr

ETFs
7.71K
+ 5.63%
$89.49 - $98.98 $690K - $763K
145K $13.7M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.23K
+ 1.15%
$69.81 - $78.9 $85.6K - $96.7K
108K $8.43M
CGDV
Capital Group Divid Value ETF

ETFs
24.5K
+ 28.19%
$34.95 - $37.36 $855K - $914K
111K $3.94M
AVDV
American Centy ETF Tr Avantis

ETFs
4.99K
+ 5.77%
$63.74 - $71.96 $318K - $359K
91.6K $6.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.29K
+ 16.1%
$169.43 - $182.84 $896K - $967K
38.1K $6.55M
IEMG
Ishares Inc

ETFs
14.7K
+ 2.99%
N/A
507K $27.2M
PM
Philip Morris International Inc.

Consumer Defensive
3.82K
+ 107.66%
$117.15 - $158.79 $448K - $607K
7.37K $1.17M
FTGC
First Trust Global Tactical CO

ETFs
12.1K
+ 4.56%
$23.95 - $25.86 $290K - $313K
278K $7.03M
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.03%
$457.79 - $648.32 $916 - $1.3K
6.34K $3.49M
FPE
First Tr Pfd Secs & Income ETF

ETFs
43.7K
+ 2.95%
$17.53 - $17.87 $765K - $780K
1.53M $26.9M
XLI
Industrial Sector Spdr

ETFs
4.94K
+ 16.42%
$128.78 - $141.67 $636K - $700K
35K $4.56M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.45K
+ 17.69%
$114.57 - $117.99 $510K - $525K
29.6K $3.49M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8.06K
+ 64.08%
$53.69 - $62.68 $433K - $505K
20.6K $1.25M
UTG
Reaves Utility Income Fund

Financial Services
13.2K
+ 7.58%
$31.08 - $34.42 $410K - $454K
187K $6.07M
CVX
Chevron Corp

Energy
474
+ 2.23%
$146.71 - $167.97 $69.5K - $79.6K
21.8K $3.64M
XLV
Select Sector Spdr Fund Health

ETFs
1.69K
+ 4.59%
$137.61 - $149.68 $233K - $253K
38.6K $5.57M
XLC
Select Sector Spdr Tr Communic

ETFs
5.23K
+ 46.58%
$94.84 - $105.31 $496K - $551K
16.5K $1.58M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.76K
+ 4.25%
$77.7 - $78.94 $370K - $376K
117K $9.21M
JPM
Jpmorgan Chase & CO

Financial Services
717
+ 1.33%
$225.19 - $279.95 $161K - $201K
54.8K $13.4M
IYF
Ishares Tr

ETFs
2.32K
+ 1.2%
$107.69 - $119.37 $249K - $276K
196K $21.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
371
+ 4.21%
$80.53 - $147.57 $29.9K - $54.7K
9.18K $1.21M
GLD
Spdr Gold Trust

ETFs
428
+ 5.82%
$243.19 - $288.14 $104K - $123K
7.78K $2.24M
JPIE
J P Morgan Exchange Traded Fd
6.82K
+ 2.28%
$45.46 - $46.18 $310K - $315K
306K $14.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.2K
+ 23.16%
$51.45 - $58.51 $680K - $774K
70.3K $3.64M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.16K
+ 164.54%
$308.86 - $455.36 $358K - $528K
1.87K $657K
LLY
Eli Lilly & CO

Healthcare
103
+ 1.71%
$725.72 - $929.72 $74.7K - $95.8K
6.13K $5.06M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.2K
+ 3.85%
$50.48 - $51.04 $414K - $418K
221K $11.2M
XLP
Consumer Staples Sector Spdr

ETFs
5.11K
+ 18.31%
N/A
33K $2.51M
XLU
Utilities Sector Spdr

ETFs
4.22K
+ 17.11%
$74.7 - $80.27 $315K - $338K
28.9K $2.25M
IVE
Ishares S&P 500 Value ETF

ETFs
2.16K
+ 14.61%
$185.78 - $198.58 $401K - $428K
16.9K $3.19M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
24.8K
+ 12.69%
$11.96 - $13.56 $297K - $336K
220K $2.85M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.27K
+ 109.63%
$62.72 - $71.92 $330K - $379K
10.1K $638K
IBM
International Business Machines Corp

Technology
911
+ 33.0%
$217.4 - $264.74 $198K - $241K
3.67K $913K
PAVE
Global X Fds Us Infrastructure

ETFs
10K
+ 36.11%
$37.31 - $43.82 $374K - $439K
37.8K $1.42M
CGGR
Capital Group Growth ETF Shs C

ETFs
15.7K
+ 18.27%
$33.98 - $39.84 $532K - $624K
101K $3.48M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
20.1K
+ 60.25%
$14.31 - $14.8 $288K - $298K
53.5K $774K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.32K
+ 9.44%
$507.05 - $563.67 $667K - $741K
15.2K $7.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.28K
+ 26.05%
$360.07 - $417.26 $459K - $532K
6.17K $2.22M
ABBV
Abb Vie Inc.

Healthcare
104
+ 1.61%
$169.2 - $216.66 $17.6K - $22.5K
6.58K $1.38M
IEF
Ishares Barclays

ETFs
2.28K
+ 76.93%
$91.17 - $95.39 $208K - $217K
5.24K $498K
VEA
Vanguard Ftse Developed Market

ETFs
1.25K
+ 3.51%
$47.4 - $52.99 $59.4K - $66.4K
37K $1.89M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.15K
+ 0.32%
$13.05 - $13.97 $15K - $16K
363K $4.88M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
6.78K
+ 5.14%
$17.95 - $18.89 $122K - $128K
139K $2.55M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.37K
+ 13.68%
$34.58 - $45.76 $47.2K - $62.5K
11.4K $517K
Activity Summary
Buys All Purchases 219 New Holdings 27 Increased Positions 192 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 4 Puts 0
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